Need to confidently manage all your clients? 3 ways to use the Insights Dashboard

As an advisor, you're juggling dozens—maybe hundreds—of clients who each have their own financial story and potential for growth. Some of your clients are performing well, while others are not. How do you get a clear picture of all your clients, understand their performance, and know how to help them?  

We built the Insights Dashboard to give you complete visibility of all your clients' business performance. It gives you a clear view across your portfolio, letting you generate key insights and use those insights to deliver targeted services to your clients.

In this article, Fathom's resident chartered accountant, Antoni Gomez ACA, demonstrates how you can use the Insights Dashboard to:  

• monitor your entire client base with visual clarity  
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• use custom filters to identify clients who need your help  
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• engage clients to help them confidently make business critical decisions.

We’ll show you how to solve the following problems:  

Problem 1: How do I proactively keep track of all my clients' business performance quickly and simply?  

Answer: Upload all your clients into the Insights Dashboard to spot trends, problems, and opportunities across your entire client portfolio, using custom fields such as thresholds, cash health, and growth.  

Watch the video  
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Problem 2: How do I prioritise which clients to follow up and help?  

Answer: The Insights Dashboard lets you use data-driven filters to confidently identify clients and target those clients that need your help most.  

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Problem 3: How can I meaningfully engage my clients without overwhelming them?  

Answer: Quickly generate summary reports through the Insights Dashboard to engage clients, guide targeted client conversations, and help clients confidently navigate the next timely step in their business journey.  

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At the end of the article, you’ll find helpful tips for setting up your Insights Dashboard to have the most impact.
 

Job 1: How can I monitor my portfolio of clients quickly and easily to spot trends, problems, and opportunities?  

Learn three ways to use the Insights dashboard to monitor your client base and take action when you spot client problems or opportunities as they occur.  

In this video, Antoni demonstrates three examples:  

1. Monitor clients’ average results and growth  

• View portfolio-wide metrics like revenue, expenses, and growth rates
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• Use customisable tags and filters to segment clients by industry, growth stage, etc.
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• Compare like-to-like within specific categories (for example, construction clients averaging 600K revenue with 10% growth)
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• Apply insights for client conversations, benchmarking, and identifying service opportunities

2. Track clients’ regulatory threshold  

• Monitor clients approaching or exceeding regulatory thresholds (for example, $1M revenue triggering new tax or reporting requirements)
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• Use filtering to identify clients who have newly crossed thresholds since last check
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• This helps ensure compliance obligations are addressed proactively

3. Monitor clients’ cash flow health  

• Track cash-related metrics using color-coded health indicators (red/amber/green)
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• Filter for clients showing concerning cash positions (red indicators for both cash on hand and net cash flow)
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• Quickly identify which clients may need immediate attention for cash flow issues

Fathom’s Insights Dashboard replaces the need for manual spreadsheet analysis and gives you valuable insights across your portfolio of clients. You can use this information to work out what services you can confidently offer to your clients and what your next conversation with that client should focus on.

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Job 2: How do I identify clients who need help?  

In this video, you'll learn three ways to use the Insights dashboard to identify specific clients who need your help or present opportunities to deliver expanded services.  

We showcase these three examples:  

1. Identify clients struggling with cash  

• Use filters for cash on hand and net cash flow (both set to ‘red’ thresholds) to find clients with cash flow problems. Sort this list by worst performance to prioritise which clients need outreach.

2. Find fast-growing clients  

• In this example, Antoni filters clients with over 20% annual revenue growth to identify which clients might need additional management reporting and or support to scale.  

3. Spot investment-ready clients

• Use EBITDA thresholds to find clients with healthy profitability, then narrow the group to include those receiving only basic tax compliance services who might benefit from guidance on funding.

The Insights Dashboard helps accountants move beyond relying on individual client managers needing to remember everything, to instead use data-driven filters and thresholds to systematically and confidently identify opportunities.  

Once your target clients are identified, you can then create individual client reports for meaningful conversations about expanding services and building a potential pipeline from basic compliance work to higher-value advisory services. More on this below.  
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Job 3: Provide more services to clients who need your help – Confidently engage your clients

Find out how you can offer more services to clients who might typically receive basic compliance services. In this example, we show you how to filter down a portfolio of clients to six tax compliance clients that Antoni manages and quickly create summary reports for each client.

This video shows you three approaches:  

1. Filtering clients strategically

• Switch to an annual view and use tags to focus on specific advisors’ clients, then narrow down to tax compliance clients only.

2. Creating value-added reports

• Use Fathom's summary report builder to generate professional reports covering areas like revenue, profitability, and cash flow.

3. Confident client conversations  

• Deliver these insights alongside standard tax compliance documents to provide more value and elevate your conversations with clients.  

The Insights Dashboard gives you a way to differentiate your firm's services, strengthen client relationships, reduce price pressure, and potentially open doors to additional services throughout the year.  

The purpose of management reporting isn't only to explain the past; it's to help make business-critical decisions. With Fathom's Insights Dashboard, you’re not just presenting numbers, you’re helping navigate the future so clients take their next step with confidence. Ready to dive in?  

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Set yourself up for success – Insights Dashboard tips  

Set yourself up for success with these helpful starting tips for setting up the Insights Dashboard so you can confidently begin.  

1. Import all your clients, instantly  

• Add all your clients at once using the ‘Bulk import’ feature  
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• Use the ‘Add Company’ button to connect to your cloud accounting source (eg Xero, QuickBooks, Sage, MYOB)

2. Update all your clients, instantly

• Set up the bulk update feature for ongoing client data refreshes  
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• Note: Your clients on the Fathom Pro plan can be configured to update automatically every 24 hours
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• You can manually trigger updates as needed for your clients

3. Set up ‘Tags’

Tags are important for creating customisable groupings and allocations that allow you to separate clients and filter the Insights Dashboard view.  

• Go to Organization Settings > Tags
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• Create relevant tag categories. Here are some helpful examples:  
  
  
  • Industry (for apples-to-apples comparisons)
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  • Service Level (management accounts vs. tax compliance vs. annual accounts)
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  • Advisor (if multiple team members work on different client groups)
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  • Registration Status (tax registration, regulatory requirements)
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  • Region (if clients are in different locations)
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  • Growth Stage (startup, scale-up, mature business)
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  • Other firm-specific categories as you need  

4. Configure ‘Thresholds’

• Click the traffic light icon in bottom left to access threshold settings
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• Set up red, amber, and green thresholds for each metric
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• Choose between growth percentage or result for each metric
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• Consider creating separate threshold collections per:
   
  
  • Industry (different margin expectations)
    
    
  • Portfolio manager (different performance standards)
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  • Growth stage (startup vs. mature company expectations)

Once you’ve set up tags and thresholds, have a think about your process for using the Insights Dashboard.  

5. How will you use the Insights Dashboard? Set up your process  

• Define review frequency (monthly, quarterly, yearly)
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• Identify key metrics to monitor
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• Set revenue thresholds for priority clients
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• Create standard operating procedures for using the Insights Dashboard  
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• Generate summary reports  
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• Train team members on your process  

Helpful tips from Antoni  

• Tags are used both in the Insights Dashboard and on the regular ‘My Companies’ page
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• Threshold setup is a one-time exercise but should be reviewed periodically
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• Having a defined process will help you maximise how valuable the Insights Dashboard will be to your team.  

Explore the Insights Dashboard now.